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About

Wealthscope for Advisors

Abstract Investment Analysis Asset

The team behind Wealthscope are experienced wealth-tech enthusiasts who want to bring intuitive portfolio analysis and exceptional service to you.  We want to innovate the wealth management industry with you as a partner.

Using our deep expertise in "Fin" and "Tech", we wrote the first line of code for Wealthscope in 2017. Since then, we have valued the feedback from many users and incorporated many good suggestions. We continue to uphold the highest professional and ethical standards in providing our services. 

We take the responsibility of safeguarding your clients' data seriously. We use bank-level encryption (AES-256 bit) to ensure that your data is unreadable to unauthorized parties.

​For enterprise clients, our API, iframe, and SSO solutions are customizable and integration ready. We can also ingest private fund data and include them in your analysis.
 
If you are an advisor looking for an integrated workflow with explainable analytics and a modern UI/UX experience, you have come to the right place. Please reach out for a demo.​​

Leadership Team

We are a bunch of WealthTech enthusiasts with a common goal of making portfolio analysis and planning modern, robust, and accessible.

Pauline

Pauline Shum Nolan, PhD

Founder & Head of Product

Bruce
Bruce

Bruce Seago, MBA

CFO & Director

Preet

Preet Banerjee, DBA

Partner & Director

Simiao

Simiao Zhou, PhD, CFA

Director of Research & Senior Software Engineer

Armaan

Armaan Zaffino, BBA

Product & Client Success Manager

Rhys

Rhys Collings, BSc

Frontend Software Developer

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